Quarterly Dialogue: Inflation: EDU #2350

December 13, 2023

Quarterly Dialogue: Inflation: EDU #2350

Jim and Chris continue their quarterly dialogue series discussing a couple listener questions on how they address inflation.     https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E50.mp3 Podcast: Play in new window | Download (Duration: 1:19:30 — 36.4MB) Subscribe:...

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Discussing An Article On Traditional Retirement Models: EDU #2342

October 18, 2023

Discussing An Article On Traditional Retirement Models: EDU #2342

Jim and Chris discuss a recent article titled, “How Traditional Retirement Models Cost Clients Millions” on Advisor Prospectives website. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E42.mp3 Podcast: Play in new window | Download (Duration: 1:11:32 — 32.7MB) Subscribe:...

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Buffered Products In A Retirement Portfolio Part 2: EDU #2315

April 12, 2023

Buffered Products In A Retirement Portfolio Part 2: EDU #2315

Jim and Chris continue their discussion on buffered products and considering them as part of a retirement portfolio. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E15.mp3 Podcast: Play in new window | Download (Duration: 1:16:52 — 35.2MB) Subscribe:...

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Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

March 29, 2023

Retirement In The U.S. With Less Than $1 Million Dollars: EDU #2313

Jim and Chris sit down to discuss and analyze a recent article surrounding what retirement with less than $1 million dollars in the United States looks like. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E13.mp3 Podcast: Play in new window | Download (Duration: 1:23:16 — 38.1MB) Subscribe:...

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Social Security, Target Date Funds, IRMAA, 457(b)’s, Dividends, and HSAs: Q&A #2303

January 21, 2023

Social Security, Target Date Funds, IRMAA, 457(b)’s, Dividends, and HSAs: Q&A #2303

Jim and Chris discuss questions relating to Social Security, target date funds, IRMAA, 457(b)’s, dividends, and HSAs. (6:30) George in the UK looks for clarification on the calculation of his Social Security PIA given his work abroad in Europe and in Canada. (18:30) George asks about a Social Security survivor benefit for his wife if he were to pass away before claiming at age 70. (26:00)...

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Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.